BETA

BETA Technologies, Inc.

Company with tickers: BETA

CIK
1784570
CUSIP
086921103
Shares Outstanding
222,254,535
Holders: 143
Total Value: $1,546,459,296
Total Shares: 105,201,317
Showing 1–100 of 148 holdings by value · page 1 of 2

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 143 13F filers · Δ vs Dec 31, 2025
Top Holder
31.5%
+0.6 pts
Top 5
80.2%
−0.8 pts
Top 10
88.6%
+1.1 pts
HHI
1,762
Moderately concentrated −28

Quarterly Activity

vs Dec 31, 2025
New
139
Increased
2
Decreased
1
Sold Out
133
Unchanged
1
Holder count: +6
Institutional value: -48.7%
Shares held: -1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Micro Centerpoint Advisors, LLC +670 2,270
Large Rockefeller Capital Management L.P. +238 1,463

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega GOLDMAN SACHS GROUP INC −21,714 185,093

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega FMR LLC 33,187,390 $487,854,630
Small General Electric Co 20,310,407 $298,562,982
Mid TPG GP A, LLC 16,395,435 $241,012,894
Mid AMAZON COM INC 11,753,896 $172,782,271
Mega BlackRock, Inc. 2,776,801 $40,818,971

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega FMR LLC 33,079,297 $933,166,967
Small GENERAL ELECTRIC CO 22,862,874 $644,961,675
Mid TPG GP A, LLC 16,395,435 $462,515,221
Mid Amazon com Inc 11,753,896 $331,577,406
Mega VANGUARD GROUP INC 2,536,513 $71,555,031
100 of 100 shown Export CSV
Holder Value (USD) % of 13F Shares Action
Mega FMR LLC $487,854,630 31.55% 33,187,390 View
Small General Electric Co $298,562,982 19.31% 20,310,407 View
Mid TPG GP A, LLC $241,012,894 15.58% 16,395,435 View
Mid AMAZON COM INC $172,782,271 11.17% 11,753,896 View
Mega BlackRock, Inc. $40,818,971 2.64% 2,776,801 View
Mega T. Rowe Price Investment Management, Inc. $31,926,268 2.06% 2,171,855 View
Mega STATE STREET CORP $30,884,758 2.00% 2,101,004 View
Mid HITE Hedge Asset Management LLC $27,908,817 1.80% 1,898,559 View
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $23,278,831 1.51% 1,583,594 View
Micro Liberty Street Advisors, Inc. $14,688,269 0.95% 999,202 View
Large FEDERATED HERMES, INC. $12,402,581 0.80% 843,713 View
Mega CITADEL ADVISORS LLC $12,258,726 0.79% 833,927 View
Mega GEODE CAPITAL MANAGEMENT, LLC $10,954,293 0.71% 745,190 View
Mega Clearbridge Investments, LLC $10,655,633 0.69% 724,873 View
Mid MASTERS CAPITAL MANAGEMENT LLC $10,290,000 0.67% 700,000 View
Mega Invesco Ltd. $6,485,007 0.42% 441,157 View
Mid Granahan Investment Management, LLC $6,349,782 0.41% 431,958 View
Mid GILDER GAGNON HOWE & CO LLC $5,633,833 0.36% 383,254 View
Large Pictet Asset Management Holding SA $5,422,389 0.35% 368,870 View
Mega BANK OF AMERICA CORP /DE/ $5,117,023 0.33% 348,097 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5,000,734 0.32% 340,186 View
Small Marino Management, LLC $4,615,682 0.30% 313,992 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,486,440 0.29% 305,200 View
Mid SEVEN GRAND MANAGERS, LLC $4,388,787 0.28% 298,557 View
Mega UBS Group AG $3,979,040 0.26% 270,683 View
Mid Ghisallo Capital Management LLC $3,675,000 0.24% 250,000 View
Mega JPMORGAN CHASE & CO $3,359,463 0.22% 228,535 View
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $3,308,617 0.21% 225,076 View
Mid Burkehill Global Management, LP $3,307,500 0.21% 225,000 View
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $3,307,500 0.21% 225,000 View
Mega TWO SIGMA INVESTMENTS, LP $3,101,508 0.20% 210,987 View
Large LMR Partners LLP $2,954,229 0.19% 200,968 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,938,338 0.19% 199,887 View
Mega GOLDMAN SACHS GROUP INC $2,720,867 0.18% 185,093 View
Large Alyeska Investment Group, L.P. $2,614,644 0.17% 177,867 View
Mega CITADEL ADVISORS LLC $1,947,750 0.13% 132,500 View
Mid AXIOM INVESTORS LLC /DE $1,932,241 0.12% 131,445 View
Mid Jump Financial, LLC $1,836,030 0.12% 124,900 View
Mid Cinctive Capital Management LP $1,806,306 0.12% 122,878 View
Mid HBK INVESTMENTS L P $1,470,000 0.10% 100,000 View
Mid Longaeva Partners L.P. $1,410,097 0.09% 95,925 View
Small Capricorn Fund Managers Ltd $1,230,331 0.08% 83,696 View
Large Walleye Capital LLC $1,211,882 0.08% 82,441 View
Mega Bank of New York Mellon Corp $1,161,768 0.08% 79,032 View
Large Quantinno Capital Management LP $1,114,848 0.07% 75,840 View
Mega TD Asset Management Inc $1,071,894 0.07% 72,918 View
Mega Mitsubishi UFJ Asset Management Co., Ltd. $1,061,340 0.07% 72,200 View
Large Schonfeld Strategic Advisors LLC $1,029,000 0.07% 70,000 View
Large Corient Private Wealth LLC $1,028,529 0.07% 69,968 View
Mega MORGAN STANLEY $1,008,242 0.07% 68,588 View
Mega CITADEL ADVISORS LLC $987,840 0.06% 67,200 View
Mega BARCLAYS PLC $901,109 0.06% 61,300 View
Mid XTX Topco Ltd $882,999 0.06% 60,068 View
Mega MILLENNIUM MANAGEMENT LLC $768,868 0.05% 52,304 View
Large Woodline Partners LP $735,000 0.05% 50,000 View
Mega Nuveen, LLC $591,145 0.04% 40,214 View
Large Schonfeld Strategic Advisors LLC $583,884 0.04% 39,720 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $576,475 0.04% 39,216 View
Small AXQ CAPITAL, LP $565,523 0.04% 38,471 View
Mid FIRST FOUNDATION ADVISORS $524,055 0.03% 35,650 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE $502,534 0.03% 34,186 View
Mega RHUMBLINE ADVISERS $444,425 0.03% 30,233 View
Mega RAYMOND JAMES FINANCIAL INC $429,107 0.03% 29,191 View
Mega BNP PARIBAS ARBITRAGE, SA $410,130 0.03% 27,900 View
Small MOODY NATIONAL BANK TRUST DIVISION $390,828 0.03% 26,587 View
Mega JANE STREET GROUP, LLC $383,670 0.02% 26,100 View
Mid READYSTATE ASSET MANAGEMENT LP $367,500 0.02% 25,000 View
Mega WELLS FARGO & COMPANY/MN $358,753 0.02% 24,405 View
Mega DEUTSCHE BANK AG\ $358,149 0.02% 24,364 View
Mega CITIGROUP INC $319,004 0.02% 21,701 View
Small Green Alpha Advisors, LLC $309,758 0.02% 21,072 View
Mid Quantbot Technologies LP $302,570 0.02% 20,583 View
Mega LPL Financial LLC $299,321 0.02% 20,362 View
Large MARSHALL WACE, LLP $294,646 0.02% 20,044 View
Large MetLife Investment Management, LLC $274,052 0.02% 18,643 View
Mega ALLIANCEBERNSTEIN L.P. $261,366 0.02% 17,780 View
Mega JANE STREET GROUP, LLC $257,250 0.02% 17,500 View
Mid Wealthfront Advisers LLC $256,632 0.02% 17,458 View
Large Centiva Capital, LP $252,031 0.02% 17,145 View
Large Pathstone Holdings, LLC $244,755 0.02% 16,650 View
Large Man Group plc $231,128 0.01% 15,723 View
Small Renaissance Capital LLC $230,716 0.01% 15,695 View
Large STATE OF WISCONSIN INVESTMENT BOARD $230,069 0.01% 15,651 View
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $229,334 0.01% 15,601 View
Mid BOOTHBAY FUND MANAGEMENT, LLC $216,031 0.01% 14,696 View
Small Corps Capital Advisors, LLC $203,448 0.01% 13,840 View
Large SEI INVESTMENTS CO $194,010 0.01% 13,198 View
Small IPG Investment Advisors LLC $191,835 0.01% 13,050 View
Mid Sowell Financial Services LLC $164,963 0.01% 11,222 View
Large NEW YORK STATE COMMON RETIREMENT FUND $152,880 0.01% 10,400 View
Large Police & Firemen's Retirement System of New Jersey $136,092 0.01% 9,258 View
Small Clean Yield Group $122,362 0.01% 8,324 View
Mega ROYAL BANK OF CANADA $107,280 0.01% 7,298 View
Large STRS OHIO $85,260 0.01% 5,800 View
Mid SIMPLEX TRADING, LLC $77,322 0.00% 5,260 View
Small Caitong International Asset Management Co., Ltd $71,280 0.00% 4,849 View
Mid OSAIC HOLDINGS, INC. $58,241 0.00% 3,962 View
Mid Parallel Advisors, LLC $48,848 0.00% 3,323 View
Mega Legal & General Group Plc $42,806 0.00% 2,912 View
Mid Ameritas Investment Partners, Inc. $40,013 0.00% 2,722 View
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